Financial Services
Exencial Wealth AdvisorsSee Hours
| Monday | 8:00 AM - 5:00 PM |
|---|---|
| Tuesday | 8:00 AM - 5:00 PM |
| Wednesday | 8:00 AM - 5:00 PM |
| Thursday | 8:00 AM - 5:00 PM |
| Friday | 8:00 AM - 4:00 AM |
| Saturday | Closed |
| Sunday | Closed |
About
About This Business
Shoreline Financial Advisors LLC, is a registered investment advisor, offering wealth management, money management and investment advisory services.
Business Details
- Local BBB:
- BBB Serving Connecticut
- BBB File Opened:
- 2/17/2004
- Business Started:
- 1/1/2003
- Business Incorporated:
- 7/9/1996
- Type of Entity:
- Limited Liability Company (LLC)
- Business Management:
- Mr. Patrick M. Smith, Partner
- Mrs. Christine Blumenthal, Client Service Specialist
- Mr. Brendan Smith, Partner
Additional Contact Information
- Principal Contacts
- Mr. Patrick M. Smith, Partner
- Mr. Brendan Smith, Partner
- Customer Contacts
- Mrs. Christine Blumenthal, Client Service Specialist
- Fax numbers
- Primary Fax: (203) 458-7965
Additional Information
- Other Resources
- Banking, CT Department of (DOB)
260 Constitution Plaza
Hartford CT 06103
Phone Number: 800-831-7225 - Consumer Protection, CT Department of (DCP)
450 Columbus Boulevard
Hartford CT 06103
Phone Number: 860-713-6100
http://www.ct.gov/dcp/ - Insurance Department, State of CT (CID)
153 Market St
Hartford CT 06103
Phone Number: (860) 297-3900 - Business Categories
- Financial Services
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